SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $549,363 | -3.6% | 10,466 | 0.0% | 0.02% | -7.4% |
| Q2 2023 | $569,772 | +8.0% | 10,466 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $527,803 | +6.6% | 10,466 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $494,940 | +7.1% | 10,466 | 0.0% | 0.03% | -6.7% |
| Q3 2022 | $462,000 | -4.9% | 10,466 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $486,000 | -16.5% | 10,466 | 0.0% | 0.03% | -3.1% |
| Q1 2022 | $582,000 | -4.9% | 10,466 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $612,000 | +10.3% | 10,466 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $555,000 | +0.2% | 10,466 | 0.0% | 0.03% | -3.1% |
| Q2 2021 | $554,000 | +7.6% | 10,466 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $515,000 | +6.8% | 10,466 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $482,000 | +5.0% | 10,466 | -6.7% | 0.03% | -8.6% |
| Q3 2020 | $459,000 | +8.3% | 11,216 | 0.0% | 0.04% | +2.9% |
| Q2 2020 | $424,000 | +20.1% | 11,216 | 0.0% | 0.03% | -2.9% |
| Q1 2020 | $353,000 | -21.0% | 11,216 | 0.0% | 0.04% | +12.9% |
| Q4 2019 | $447,000 | +8.5% | 11,216 | 0.0% | 0.03% | +3.3% |
| Q3 2019 | $412,000 | +0.7% | 11,216 | 0.0% | 0.03% | -3.2% |
| Q2 2019 | $409,000 | -48.2% | 11,216 | -50.0% | 0.03% | -3.1% |
| Q1 2019 | $790,000 | +127.7% | 22,432 | +100.0% | 0.03% | +3.2% |
| Q4 2018 | $347,000 | -14.5% | 11,216 | 0.0% | 0.03% | -6.1% |
| Q3 2018 | $406,000 | +6.6% | 11,216 | +0.2% | 0.03% | 0.0% |
| Q2 2018 | $381,000 | +3.8% | 11,196 | 0.0% | 0.03% | +3.1% |
| Q1 2018 | $367,000 | -1.3% | 11,196 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $372,000 | +6.0% | 11,196 | +500.0% | 0.03% | +6.7% |
| Q3 2017 | $351,000 | +4.2% | 1,866 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $337,000 | +2.4% | 1,866 | 0.0% | 0.03% | +3.4% |
| Q1 2017 | $329,000 | +5.4% | 1,866 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $312,000 | +3.3% | 1,866 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $302,000 | +4.5% | 1,866 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $289,000 | +1.4% | 1,866 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $285,000 | +0.4% | 1,866 | 0.0% | 0.03% | +7.4% |
| Q4 2015 | $284,000 | – | 1,866 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weitzel Financial Services, Inc. | 665,359 | $32,403,000 | 24.18% |
| TRH Financial, LLC | 852,772 | $39,304,000 | 22.59% |
| Financial Strategies Group, Inc. | 722,009 | $33,277,000 | 18.55% |
| Blueprint Investment Partners LLC | 380 | $17,507,000 | 14.17% |
| Shepherd Financial Partners LLC | 1,317,574 | $60,717,000 | 13.85% |
| Boston Standard Wealth Management, LLC | 751,054 | $34,616,000,000 | 12.89% |
| Annex Advisory Services, LLC | 2,529,359 | $116,578,000 | 11.42% |
| Rosenberg Matthew Hamilton | 373,647 | $17,221,000 | 10.75% |
| SENTINEL PENSION ADVISORS INC | 628,118 | $28,950,000 | 10.59% |
| Leicht Financial Planning & Wealth Management, Inc. | 328,152 | $15,127,000 | 10.25% |